SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

Atria Investments, Inc's Holding History (CIK: 0001535865)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,427 Value ($000) $338 Avg Close — Range —
Q3 2025
Shares 11,631 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 11,746 Value ($000) $325 Avg Close — Range —
Q1 2025
Shares 13,540 Value ($000) $360 Avg Close — Range —
Q4 2024
Shares 14,302 Value ($000) $373 Avg Close — Range —
Q3 2024
Shares 4,948 Value ($000) $398 Avg Close — Range —
Q2 2024
Shares 5,921 Value ($000) $439 Avg Close — Range —
Q4 2019
Shares 4,207 Value ($000) $253 Avg Close — Range —
Q3 2019
Shares 33,350 Value ($000) $1,892 Avg Close — Range —
Q2 2019
Shares 34,985 Value ($000) $1,908 Avg Close — Range —
Q1 2019
Shares 198,203 Value ($000) $10,850 Avg Close — Range —
Q4 2018
Shares 261,837 Value ($000) $12,906 Avg Close — Range —
Q3 2018
Shares 34,838 Value ($000) $1,954 Avg Close — Range —
Q2 2018
Shares 87,435 Value ($000) $4,645 Avg Close — Range —
Q1 2018
Shares 224,383 Value ($000) $11,856 Avg Close — Range —
Q4 2017
Shares 288,327 Value ($000) $15,763 Avg Close — Range —
Q3 2017
Shares 136,065 Value ($000) $7,051 Avg Close — Range —
Q2 2017
Shares 116,649 Value ($000) $5,856 Avg Close — Range —
Q1 2017
Shares 141,198 Value ($000) $7,015 Avg Close — Range —
Q4 2016
Shares 154,814 Value ($000) $7,445 Avg Close — Range —
Q3 2016
Shares 7,465 Value ($000) $340 Avg Close — Range —
Q2 2015
Shares 13,251 Value ($000) $570 Avg Close — Range —
Q1 2015
Shares 13,649 Value ($000) $591 Avg Close — Range —
Q4 2014
Shares 16,572 Value ($000) $731 Avg Close — Range —
Q3 2014
Shares 18,565 Value ($000) $792 Avg Close — Range —
Q2 2014
Shares 18,399 Value ($000) $788 Avg Close — Range —